Prospects and clients change their minds, and now you can change your opportunities to match. Whether you closed-lost an opportunity and were pleasantly surprised by a call from your re-engaged prospect, closed-won an opportunity that still needed some edits, or simply made a mistake, you can now re-open your opportunities and edit as needed.
To re-open a closed opportunity:
- View a specific opportunity in Sales & Success Center.
- Select re-open opportunity
- Provide a reason
- Select re-open
Re-opening an opportunity will create a sales activity that includes the reason you provided above.